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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
226
Cary Street Partners Investment Advisory
Virginia
$111K -$30.3K -6,565 -21%
AL
227
Aspiriant LLC
California
$111K
GT
228
Glenmede Trust
Pennsylvania
$111K +$10.1K +2,191 +10%
AIA
229
AIMZ Investment Advisors
California
$108K -$4.61K -1,000 -4%
CMF
230
Counterpoint Mutual Funds
California
$106K +$106K +22,887 New
SBIA
231
Sheaff Brock Investment Advisors
Indiana
$106K -$17.9K -3,889 -15%
AWA
232
Arkadios Wealth Advisors
Georgia
$103K +$2.32K +503 +2%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$103K -$24.1K -5,226 -19%
BG
234
Bahl & Gaynor
Ohio
$102K
RJT
235
Raymond James Trust
Florida
$100K -$143 -31 -0.1%
PL
236
Plancorp LLC
Missouri
$98.1K +$3.79K +821 +4%
AC
237
Avestar Capital
New York
$97.4K -$87.6K -19,000 -48%
HWM
238
HB Wealth Management
Georgia
$96.4K +$95.8K +20,774 New
AssetMark Inc
239
AssetMark Inc
California
$95.3K +$2.56K +554 +3%
NFA
240
Northern Financial Advisors
Michigan
$95.3K +$94.7K +20,531 New
BRWA
241
B. Riley Wealth Advisors
Florida
$94K -$105K -22,815 -53%
PFS
242
Prospera Financial Services
Texas
$93.8K -$5.85K -1,268 -6%
EFG
243
Everhart Financial Group
Ohio
$93.4K -$1.99K -431 -2%
RSWM
244
Robertson Stephens Wealth Management
California
$93.3K +$544 +118 +0.6%
BWM
245
BCS Wealth Management
Tennessee
$93K
PTC
246
Private Trust Company
Ohio
$92K +$26.8K +5,820 +41%
PTP
247
Platform Technology Partners
New York
$91.5K
WA
248
Wealthstar Advisors
Texas
$88.6K
SPC
249
Sigma Planning Corp
Michigan
$88.6K -$1.53K -331 -2%
CFGS
250
Concourse Financial Group Securities
Alabama
$88.5K -$19.9K -4,309 -18%